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Wealth Management Resources’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wealth Management Resources’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.48M Sell
92,801
-1,316
-1% -$65.1K 1.56% 15
2025
Q4 		$4.41M Sell
94,117
-1,163
-1% -$54.2K 1.55% 16
2025
Q3 		$4.41M Buy
95,280
+3,915
+4% +$176K 1.43% 17
2025
Q2 		$3.89M Buy
91,365
+10,326
+13% +$416K 1.33% 17
2025
Q1 		$3.3M Buy
81,039
+3,341
+4% +$147K 1.2% 18
2024
Q4 		$3.49M Buy
77,698
+48,879
+170% +$2.27M 1.29% 18
2024
Q3 		$1.31M Buy
28,819
+508
+2% +$22.3K 0.53% 25
2024
Q2 		$1.18M Sell
28,311
-194
-0.7% -$8.08K 0.51% 24
2024
Q1 		$1.23M Buy
28,505
+3,921
+16% +$162K 0.53% 28
2023
Q4 		$1.04M Buy
24,584
+6,692
+37% +$252K 0.49% 28
2023
Q3 		$660K Buy
17,892
+169
+1% +$6.58K 0.32% 32
2023
Q2 		$688K Buy
17,723
+1,767
+11% +$65.7K 0.4% 29
2023
Q1 		$603K Buy
15,956
+12
+0.1% +$469 0.37% 28
2022
Q4 		$589K Buy
15,944
+63
+0.4% +$2.36K 0.38% 30
2022
Q3 		$540K Sell
15,881
-56
-0.4% -$2.12K 0.36% 30
2022
Q2 		$573K Buy
15,937
+130
+0.8% +$5.05K 0.35% 29
2022
Q1 		$665K Buy
15,807
+93
+0.6% +$3.92K 0.46% 28
2021
Q4 		$702K Buy
+15,714
New +$698K 0.45% 29

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Management Resources's SPSM Position: Q1 2026 in Review

Wealth Management Resources reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q1 2026, selling an estimated $65.1K and leaving 92,801 shares worth $4.48M. The position accounts for 1.56% of the portfolio, ranked #15.

Wealth Management Resources first reported a position in SPSM in Q4 2021 and has held it in 18 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Wealth Management Resources held 92,801 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.48M as of Q1 2026.
  • Wealth Management Resources sold 1,316 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $65.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.56% of Wealth Management Resources's portfolio in Q1 2026, its #15 holding.
  • Wealth Management Resources first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Wealth Management Resources's 13F filing for Q1 2026, filed 28 Apr 2026.